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Overview Share
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Exeter, New Hampshire
$218.6 million AUM
1 office

Blueline Advisors is based in Exeter, New Hampshire and has $218.6 million in assets under management.

Location
99 Water Street
Suite 3
Exeter, NH 03833
$218.6 million
AUM
3
Employees
AUM Share
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$218,628,177
Assets under management
392 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 46 $12,972,271 6% $282,006
High net worth individuals 41 $174,975,416 80% $4,267,693
Charitable organizations Fewer than 5 clients $3,197,557
Other investment advisers Fewer than 5 clients $27,482,933
Employees Share
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3
Employees
3
Investment analysts
100% of total employees
AUM per employee Share
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$218,628,177
Assets under management
$72,876,059
AUM per employee
$72,876,059
AUM per investment analyst
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Compensation

Blueline Advisors makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Blueline Advisors provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Sub-advisory services
  • consulting on non-securities related projects
Firm data Share
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CRD number 164,642
SEC number 801-91171
Legal structure Limited Liability Company
Legal governance New Hampshire, United States
Latest ADV filing date April 22, 2020

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